Resume - Robert H. Smith School of Business

6240 Tamar Drive ▪ Columbia, MD 21045 ▪ 443.812.9490 ▪ [email protected]
Robert H. Smith School of Business, University of Maryland, College Park, MD
Master of Business Administration, Focus Area: Finance; GMAT: 710
 Portfolio Manager, Mayer Fund – one of 10 students selected to manage the school’s $3.5M endowment fund
 President, Finance Association; VP of Finance, Professional Communications Club and Net Impact
 Completed, Wall Street Prep Course (Financial Statement, DCF, M&A, and LBO modeling)
 Voted Smith MVP, a peer-nominated award
University of Maryland, Baltimore County, Baltimore, Maryland
Bachelor of Science, Financial Economics; GPA: 3.63
 Cum Laude; Dean’s List: 2010 – 2012
 President, Omnicron Delta Epsilon Honor Society
 Member, Portfolio Management Team and Economics Council of Majors
 Recipient, President’s Scholar Merit Scholarship and Charles F. Peake Scholarship
Lancaster Pollard, Columbus, OH
Investment Banking Summer Associate
 Drafted management and board presentations, pitch books, and other material relevant to originating and
executing private tax-exempt and taxable financing, M&A, and agency transactions for deals sized between $2M
and $55M and totaling approximately $300M.
 Managed deals from engagement to closing, including interactions with clients and funding participants.
 Built the new Financing Company's cash flow model, using it to forecast the entire portfolio's reinvestment
opportunities, P&L, and IRR.
Morgan Stanley, Baltimore, MD
2012 - 2014
Settlements Analyst
 Managed operational workflow and led targeted training workshops for eight employees across three teams.
 Reduced risk indicators 90%+ and slashed team size 50% by reengineering entire cost center.
 Maintained accountability for $120B in daily trade clearance by facilitating deployment of nine-member Fedwire
Securities settlement team from New York to Baltimore.
 Developed strategic relationships with custodians, directly leading to street-wide clearance improvements being
executed over two years.
 Generated additional $10B+ in liquidity while introducing $5K+ operational cost savings per day by driving
implementation of secured financing projects.
T. Rowe Price, Baltimore, MD
Trade Support Intern
 Designed tri-party repo reconciliation process to ensure compliance with multiple regulatory institutions.
 Created documentation for 70+ unique processes to combat key person dependencies after significant attrition.
 Directed IT development work into accounting functions, eliminating 200+ hours of annual workload for firm.
Eagle Scout
Citizenships: United States, Switzerland, Algeria